Admin Assistant/Receptionist

Humanity HR ConsultingCalabasas, CA
$22 - $28Onsite

About The Position

Dental CPA is seeking a reliable, detail-oriented Administrative Assistant to support our growing accounting and advisory practice focused on dental professionals. This role is ideal for someone who is tech-savvy, organized, and comfortable learning new software quickly — someone who enjoys client communication and keeping daily office operations running smoothly. This is not a bookkeeping role; QuickBooks Online is used only for basic tasks like connecting bank feeds, so no bookkeeping or data entry experience is required.

Requirements

  • Previous administrative assistant or office support experience preferred
  • Strong technology skills and comfort learning new software/platforms quickly
  • Basic familiarity with QuickBooks Online a plus (used only for connecting bank feeds — no bookkeeping needed)
  • Strong organizational and multitasking abilities
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office and Google Workspace
  • High attention to detail and accuracy
  • Professional demeanor and dependable work ethic

Nice To Haves

  • Accounting or dental/medical office experience is a plus

Responsibilities

  • Manage client communication and follow-up
  • Answer phones and manage emails professionally
  • Organize and track client documents
  • Assist with onboarding new clients
  • Support accountants with administrative tasks
  • Follow up on missing paperwork and signatures
  • Maintain organized digital and office files
  • Help coordinate internal office operations
  • Assist with document collection and organization for accounting and tax projects
  • Connect and manage bank feeds in QuickBooks Online (no bookkeeping or data entry required)
  • Prepare reports, spreadsheets, and correspondence
  • Coordinate with team members to ensure timely completion of client deliverables
  • Handle sensitive financial and client information with confidentiality

Benefits

  • PTO
  • 401K Matching
  • Health Insurance
  • Competitive compensation based on experience
  • Supportive and professional team environment
  • Opportunity for growth within a specialized CPA practice
  • Stable, full-time position in a collaborative office setting
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